01. About Us

Latitude Wealth Management is a wealth management boutique based in Honolulu, Hawaii. We offer investment advice and financial planning to individuals and small businesses that focus on wealth creation, protection and legacy strategies.

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02. Our Mission

We do our best to provide the highest quality investment and insurance advice, comprehensive financial planning, and services that will exceed your expectations. We strive to be our client’s trusted advisor.

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03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

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Meet Our Team

Our team has a passion for helping people. Let our team become YOUR TEAM!

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We offer personalized hands-on service to help manage your financial life-style, as well as other issues that are critical to your financial well-being.

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Blogs

When are you going to retire? How did you make that decision? Many of us look at finances and health when we’re deciding when to retire. Whether or not we realize it, we’re also considering our emotions and what we imagine for the future — we compare how we feel in our current circumstances to how we expect to feel in our anticipated retirement. 1 With that, we tend to overestimate our future emotions, thinking...